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Baron Wealth Management’s S&P Global SPGI Stock Holding History

Baron Wealth Management’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$833K Buy
2,046
+186
+10% +$78.5K 0.22% 62
2026
Q1 		$791K Buy
1,860
+12
+0.6% +$5.57K 0.24% 57
2025
Q4 		$966K Sell
1,848
-61
-3% -$30.2K 0.3% 44
2025
Q3 		$929K Sell
1,909
-266
-12% -$142K 0.31% 39
2025
Q2 		$1.15M Buy
2,175
+44
+2% +$22K 0.41% 28
2025
Q1 		$1.08M Buy
2,131
+88
+4% +$45K 0.48% 23
2024
Q4 		$1.02M Buy
2,043
+55
+3% +$27.9K 0.48% 27
2024
Q3 		$1.03M Buy
1,988
+117
+6% +$57.9K 0.49% 25
2024
Q2 		$834K Buy
1,871
+242
+15% +$104K 0.43% 29
2024
Q1 		$693K Buy
1,629
+3
+0.2% +$1.3K 0.37% 39
2023
Q4 		$716K Buy
1,626
+7
+0.4% +$2.76K 0.39% 32
2023
Q3 		$592K Sell
1,619
-37
-2% -$14.5K 0.38% 39
2023
Q2 		$664K Buy
1,656
+23
+1% +$8.4K 0.42% 33
2023
Q1 		$563K Buy
1,633
+16
+1% +$5.63K 0.4% 39
2022
Q4 		$542K Buy
+1,617
New +$533K 0.42% 35

Other funds holding SPGI

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Baron Wealth Management's SPGI Position: Q2 2026 in Review

Baron Wealth Management increased its S&P Global (SPGI) stake by 10% in Q2 2026, buying an estimated $78.5K and bringing the position to 2,046 shares worth $833K. The position accounts for 0.22% of the portfolio, ranked #62.

Baron Wealth Management first reported a position in SPGI in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.15M in Q2 2025. 303 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Baron Wealth Management held 2,046 shares of S&P Global worth $833K as of Q2 2026.
  • Baron Wealth Management bought 186 S&P Global shares in Q2 2026, an estimated $78.5K.
  • S&P Global made up 0.22% of Baron Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Baron Wealth Management first reported a position in S&P Global in Q4 2022 and has held it in 15 quarters since.
  • Baron Wealth Management's S&P Global position peaked at $1.15M in Q2 2025.
  • 303 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.